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Investment Audit Systems Announces Major Enhancement to Its Cost Basis Calculator Service.


Services now available as an ©Excel Add-In

SAN DIEGO, Dec. 19, 2011 /PRNewswire-iReach/ -- Investment Audit Systems, a major provider of Investment Cost Accounting services to CPAs, Financial Planners, Trust & Estates attorneys and tax preparers, announced today the availability of its services as a Microsoft Excel Spreadsheet Add-In.  All of its research services including Corporate Actions, Dividends and Price History along with the Cost Basis Calculators are now available in Excel.


The task of calculating cost basis on investments and preparing Schedule D tax returns is made much easier by using the Investment Audit Systems products.   The company provides access to more than 3 million dividend notices and hundreds of thousands of corporate actions, along with calculation software to incorporate them into cost basis results saving countless hours of manual research.  The software handles the complex transactions such as Merger Elections, Spin-offs, Exchanges and Distributions.

The services have only been available as a web service ( until now.

The Company recognized the preferred way to work was with Excel for many of its clients.

Utilizing new Cloud-based computing technology, the Excel Add-In is the first of a series of offerings that will allow easy access by other applications through the IAS Cloud.  By making the big investment in the cloud software service, the Company has prepared the way for a long product development cycle.

Investment Audit Systems LLC
7770 Regents Rd Ste. 113- #566
San Diego, CA 92122

©Excel is a registered trademark of Microsoft, Inc.

Media Contact: Jeffrey Hechler Investment Audit Systems, LLC, (619) 618-0240,

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SOURCE Investment Audit Systems, LLC

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